Enrolling Contacts

Enrollment determines which contacts enter an outbound campaign and when. You configure this through the Enrollment Rules modal, which opens automatically when you create a new outbound campaign or when you click the trigger card in the builder.

Selecting a Trigger

The first step is choosing a trigger type. Open the Select Trigger dropdown to see the available options:

Contact Triggers

  • Contact Created -- The workflow runs whenever a new contact is added to your CRM (e.g., from a phone call, form submission, or manual entry).
  • Contact Updated -- The workflow runs whenever an existing contact's information changes.
  • Contact Conditional -- The workflow runs when a contact matches specific conditions you define. This trigger requires at least one enrollment condition (see below).

Custom Object Triggers

If your account uses custom objects, additional trigger options appear for each object type:

  • [Object Name] Created -- Triggered when a new record of that object type is created.
  • [Object Name] Updated -- Triggered when an existing record of that object type is updated.

Enrollment Conditions

Below the trigger selector, the Enrollment Conditions section lets you filter which contacts (or objects) actually enter the outbound campaign.

  • For Contact Conditional triggers, at least one condition is required.
  • For all other triggers, conditions are optional but recommended to avoid enrolling every contact.

Building Conditions

Enrollment conditions are organized into rule groups. Click Add Your First Rule to create the first group, then build each condition inside it:

  1. Select a field -- Choose any CRM variable (e.g., City, Lead Source, Subscription Status).
  2. Choose an operator -- Options include equals, not equals, contains, is empty, is not empty, and more.
  3. Set a value -- Enter the value to match (not required for "is empty" / "is not empty" operators).

Conditions within the same group are combined with AND: a contact must satisfy every condition in the group to match it.

Multiple Rule Groups (OR logic)

Click Add Rule Group to add more groups. Groups are combined with OR: a contact enrolls if it matches any group. This lets you target several distinct audiences with one campaign. For example:

  • Rule Group 1: Lead Source equals "Web Form" AND City equals "Austin"
  • Rule Group 2: Subscription Status equals "Expired"

A contact matching either group enrolls. All of your rule groups are saved when you click Save Rules; groups with no conditions are discarded. Use Remove Group on a group's header to delete it.

Saving Rules

Click Save Rules to apply your trigger and enrollment conditions. Click Cancel to discard changes.

The Save Rules button is disabled until you have:

  • Selected a trigger type
  • Added at least one valid condition (for conditional triggers)

Automatic vs. Manual Enrollment

Automatic Enrollment

Once an outbound campaign is activated, contacts are enrolled automatically as the trigger fires. For example:

  • A Contact Created trigger enrolls every new contact.
  • A Contact Conditional trigger enrolls contacts only when they match your conditions after being created or updated.

Enrollment on Activation

When you activate an outbound campaign, the system checks for existing contacts that match your enrollment rules. If matches are found, the Activate Outbound Campaign modal shows:

  • The number of qualified leads found.
  • A checkbox to Run this outbound campaign on these leads immediately.

Check the box and click Activate to enroll those existing contacts right away, in addition to enabling automatic enrollment for future contacts.

If no contacts currently match, the workflow activates in "waiting" mode and will enroll future contacts as they qualify.

Deactivating an Outbound Campaign

Toggle the workflow off at any time from the workflow card or from within the builder. Deactivating a workflow stops new enrollments but does not cancel runs already in progress.

Tips for Effective Enrollment

  • Be specific with conditions -- Broad triggers like "Contact Created" with no conditions will enroll every new contact. Add conditions to target the right audience.
  • Test with a small group -- When activating, review the qualified lead count before checking "Run on leads immediately."
  • Use conditional triggers for re-engagement -- Set up a "Contact Conditional" trigger with conditions like "Last Call Date is more than 30 days ago" to re-engage inactive contacts.

Next Steps